Benjamin Oxnard, financial advisor Jacksonville FL
88 score

Benjamin Oxnard

CRD Number: 6123271
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Benjamin Oxnard (CRD# 6123271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jul 2012 - Current 4
Bank Of America, Na Jacksonville, FL Jul 2012 - Current 4
Trc Staffing - Mayo Clinic Jacksonville, FL Mar 2012 - Jun 2012 < 1
Modular Document Solutions Jacksonville, FL Aug 2011 - Feb 2012 < 1
Pop Yachts Sarasota, FL May 2011 - Oct 2011 < 1
Plantation Club Ponte Vedra, FL Aug 2011 - Aug 2011 < 1
Isle Of Palms Jacksonville, FL Jul 2011 - Aug 2011 < 1
Icf International Fairfax, VA Jul 2009 - Jun 2011 1
James Madison University Harrisonburg, VA Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Benjamin A. Oxnard
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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